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FieldPulse + Pipedrive

Create FieldPulse leads from new Pipedrive deal matching filters

Streamline your sales process by connecting Pipedrive and FieldPulse with this workflow. When a deal matches a specified filter in Pipedrive, a new lead will be created in FieldPulse. Save time and ensure you never miss an opportunity by automating this crucial step in your sales pipeline.

Streamline your sales process by connecting Pipedrive and FieldPulse with this workflow. When a deal matches a specified filter in Pipedrive, a new lead will be created in FieldPulse. Save time and ensure you never miss an opportunity by automating this crucial step in your sales pipeline.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal matches a Pipedrive filter.

    TriggerScheduled
  2. automatically do this!
    FieldPulseFieldPulse
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
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    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
fieldpulse logo
fieldpulse logo

About FieldPulse

FieldPulse is service business and contractor software that serves as the hub for managing your business in the office and on the go.

Related categories

  • Project Management
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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